Setting up Customer ACH payments

Karen SCR · ‎November 29, 2018

I am new at QB online.

I went into settings and checked to receive Bank ACH payments. My bank information is in the settings also.

I sent out my first invoice - and the pay invoice button is not showing up. I followed instructions on "how to set up your company to receive bank payments" and must be missing something.

Anyone - can you help me with this?

Karen :)

David-212915 · ‎November 30, 2018

Hello @Karen SCR,

Thank you for providing the clarification about the what you're seeing in the payment section.

One reason that you may be missing the payment options at the top right is how you're sending your invoice. For this option to appear, you will need to be sending an online invoice. Here's to enable this feature:

Click the Gear icon.
Select Account and Settings.
Click Sales on the left.
Select within Online delivery
Click the drop-down under Additional email options for invoices and choose Online invoice.
Select Save.

I've included a screenshot to serve as a visual aid:

Should you not have this option after enabling this feature, I recommend contacting the Merchant Services Support Team. They have specialized tools to review your account and assist you with adding these payment options to your invoice. You can locate their phone number at the following link: QuickBooks Payments Contact Page.

I want to ensure that this is taken care of, so please feel free to post an update. Wishing you a wonderful day.

View solution in original post

Rose-A · ‎November 29, 2018

Congratulations on your new account with QuickBooks, Karen SCR.

I'm here to lend a helping hand in setting up your ACH payments to show the pay invoice button.

In order to show the pay invoice button, you'll need to link your ACH Payments account to QuickBooks Online and select the applicable payment method on the invoice.

To connect your Payments account:

Select the Gear icon at the top, then Company Settings.
Select Payments from the left menu.
(Don't see Payments? No problem. Select QuickBooks Payments instead.)
Select Connect.
An additional window or tab opens to an Intuit Payment Solutions branded page. The connection service automatically looks for any QuickBooks Payments accounts that have the same login with the user who is currently logged in.
Review all important disclosures then confirm that the correct account was selected. If everything looks right, select Link account.
Once done, sign out of QuickBooks Online then sign back in.

You can check this article for figures and for detailed information: Connect your Payments account to QuickBooks Online.

If you get the same result, I recommend reaching out to our phone support. They have the tools to check your account and can initiate a screen sharing session to help get this resolved quickly.

You'll be back to business in no time. Please know I'm only a post away if you have any other questions. Have a good one!

Karen SCR · ‎November 30, 2018

When I get to payments selection, It is showing "manage account" next to credit cards, and "change bank" next to banking information.

I did enter banking information my first time in payment selection of settings, but I DID NOT click the credit card option.

If that information is telling me my payment settings are completed, then the issue is when I am in create invoice, the screen does not show me the payment options to choose at top right (like it shows in tutorial video I watched).

Please advise further or can you give me a direct phone # to get someone to support me in this?

Karen SCR

David-212915 · ‎November 30, 2018

Hello @Karen SCR,

Thank you for providing the clarification about the what you're seeing in the payment section.

One reason that you may be missing the payment options at the top right is how you're sending your invoice. For this option to appear, you will need to be sending an online invoice. Here's to enable this feature:

Click the Gear icon.
Select Account and Settings.
Click Sales on the left.
Select within Online delivery
Click the drop-down under Additional email options for invoices and choose Online invoice.
Select Save.

I've included a screenshot to serve as a visual aid:

Should you not have this option after enabling this feature, I recommend contacting the Merchant Services Support Team. They have specialized tools to review your account and assist you with adding these payment options to your invoice. You can locate their phone number at the following link: QuickBooks Payments Contact Page.

I want to ensure that this is taken care of, so please feel free to post an update. Wishing you a wonderful day.

Karen SCR · ‎November 30, 2018

thank you to all of you who helped me out. I had selected HTML and once I changed it to online invoice...voila!!!

David-212915 · ‎November 30, 2018

Hi again, @Karen SCR,

You're most welcome! I'm glad to hear that this is resolved for you.

Since you've referenced that you're new to QuickBooks Online, I want to provide you with some tutorials that are designed to help a user get acclimated with the software. This can help to ensure that you get the most out of QuickBooks for your business. They can be accessed at the following link: QuickBooks Tutorials.

Please know that I'm here if I can be of additional assistance. Cheering you to continued success.

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